Discretionary Service

Discretionary Service

Our Discretionary Service is ideal for people who prefer to have a hands-off approach to their investments.

Instruct James Sharp to make investment decisions on your behalf with our premium Discretionary Service.

We compile a bespoke portfolio based on your circumstances, investment objectives and priorities.

Our Discretionary Service is ideal for those who do not have the time or confidence to navigate their investments, often in situations where investments have been inherited.

You will be assigned a direct Investment Manager who will continuously monitor your investments, providing peace of mind.

You will receive a quarterly portfolio review providing an update on how the investments are performing as well as online access to the performance on your investments through our Conectus Portal.

The Discretionary Service is available to clients who have a minimum of £150,000 to invest.

Discretionary Service

  • Investments in line with your mandate
  • Best share prices based on liquidity and market conditions
  • Assigned a direct Investment Manager
  • Portfolio review quarterly
  • Access to our Conectus Portal
  • Available for £150,000+ investments
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Investors need to be aware that past performance is not necessarily a guide to future performance. The amount you invest can fall in value, including the income you derive from investments, and you may lose some or all of the amount you have invested.

Talk to one of our investment managers to discuss your finances 0161 764 4043

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